Sail Tariff, Default Seas With Alternative Credit: Credit Crunch

Description

Global credit has recovered to nearly where it was as trade tensions ease amid various deals or tariff pauses, while rate cuts are priced in for most central banks, especially the ECB and BOE but not the Fed. The big question is how to play credit after this recovery. In this episode of the Credit Crunch podcast, Craig Scordellis, chief investment officer of credit at CQS UK, joins Mahesh Bhimalingam, global head of credit strategy at Bloomberg Intelligence, to discuss how alternative credit and leveraged finance offers opportunities after the spread rally. They cover tariffs, their effect on global inflation and currencies, central bank policy and outlooks, the state of credit fundamentals and default views for the next year across Europe and the US.